Money Managers Financial Services

Money Managers Financial Services Welcome to our page! We believe every individual and family can achieve financial success with proper planning, support and financial education.

Let's work together on becoming our own money managers!

Happy Holidays Money Managers!May all of your financial goals come true next year!
12/24/2022

Happy Holidays Money Managers!
May all of your financial goals come true next year!

Financial peace, freedom, independence or security.However you may call it and for how much you want it. That peace of m...
04/27/2021

Financial peace, freedom, independence or security.

However you may call it and for how much you want it. That peace of mind that your financial future is on a track for success is something we all not just want but deserve.

Although financial literacy month is coming to an end. Don’t think your journey of gaining more knowledge and skill has to end as well.

Continue to seek out resources and education because it is out there. DM us if you would like more information and we’d be happy to help you become your own money manager.

Financial Literacy Month is coming to an end and we hope that these financial concepts transfer from knowledge to action...
04/27/2021

Financial Literacy Month is coming to an end and we hope that these financial concepts transfer from knowledge to action.

We hope that through all the content we shared and for future posts. That you’re able to achieve all of them in the near future.

We’re shooting to achieve all of this by the end of the year. How about you? Comment down below when you will cross out all these items !

Becoming your own money manager entails dedication and persistence. There’s a lot that we must do in order to keep our f...
04/27/2021

Becoming your own money manager entails dedication and persistence.

There’s a lot that we must do in order to keep our financial goals attainable.

But with time, you will soon create positive money habits and these reminders will soon come to you naturally.

We hope that all the information that was shared this month helped you in any way while you conquer your financial independence journey!

Almost half of the United States’ high schoolers are required to take personal finance courses.In previous years it was ...
04/25/2021

Almost half of the United States’ high schoolers are required to take personal finance courses.

In previous years it was only 6 states. Although the number has increased since then. When will the rest of the country be required to take the same classes? What about for those who want to take those classes but aren’t quite high school age anymore?

There are free financial workshops that occur daily and online for everyone that is ready to take control of their financial future.

If you’re ready to take that chance, DM us for more information

Here are some personal finance habits that will help you grow a strong financial foundation ...
04/23/2021

Here are some personal finance habits that will help you grow a strong financial foundation

Happy Earth Day everyone!Here are some ways that you can do to not only save money but our planet!What are some things t...
04/22/2021

Happy Earth Day everyone!
Here are some ways that you can do to not only save money but our planet!

What are some things that you’re doing to keeping your financial life and our planet Earth green?

As of 2021, over 42.9 million Americans owe $1.7 trillion of student loan debt.In order to stop this number from rising ...
04/21/2021

As of 2021, over 42.9 million Americans owe $1.7 trillion of student loan debt.

In order to stop this number from rising and the stress that comes with it. We need to make sure we start planning now for our kids education and even properly prepare them for when they have kids of their own.

There are many resources out there that will allow our future generation to begin the next chapters of their lives without having to worry about being in debt.

So if you’re ready to plan for the “greatest years” of your child(ren)‘s life. DM us for more information

Do you know how much you need to save for retirement? All you need are two things:1. Your desired annual income for when...
04/20/2021

Do you know how much you need to save for retirement?

All you need are two things:
1. Your desired annual income for when you retire
2. What age you would like to retire

Once you have those two things and keep in mind the average lifespan for an adult in the US (78 years old). You now have the magic number that you need to retire comfortably.

If that number seems too far or too big to reach. Message us and we’d be happy to dissect it more and look at the different options on how to achieve it!

We are all capable of being financially free. We just need to make sure we have our goals in place and we’re open to cha...
04/19/2021

We are all capable of being financially free. We just need to make sure we have our goals in place and we’re open to change.

If you’re not in the financial state that you wish to be. Make it a choice for you to change some habits and start educating yourself and applying that knowledge to help you get where you want to be.

Whether you’re a small business owner or you work for a big corporation. It’s important to know the different retirement...
04/18/2021

Whether you’re a small business owner or you work for a big corporation. It’s important to know the different retirement plans out there for you and which ones will benefit you in the long run.

This is just a brief summary of the different kinds of plans based on where you can get it.

Make sure to review your retirement plans and how well it’s growing your money.

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2099 Gold St. PO Box 2028
Santa Clara, CA
95002

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